Floyd Financial Group LLC has filed its quarterly 13F-HR report, revealing its investment holdings as of September 30, 2026. The firm reported a total value of approximately $159.9 million in assets under management. This update is significant as it provides insights into the company's investment strategies and positions in various sectors.
Floyd Financial Group LLC, based in Springfield, Missouri, operates in the financial services sector. The firm is registered with the SEC under the Central Index Key (CIK) number 0002007613. The company specializes in managing investments and providing financial advisory services.
According to the filing, the report period reflects the firm's holdings as of September 30, 2026. The filing states, "The total value of the holdings reported is $159,890,505." This figure indicates a diversified portfolio with investments in various companies across multiple industries.
The report includes a total of 62 different positions, showcasing the firm's strategic approach to investment management. Notable holdings include significant stakes in major companies such as Alphabet Inc., Amazon.com Inc., and Apple Inc. These investments highlight Floyd Financial Group's focus on technology and consumer goods sectors, which have shown resilience and growth potential in recent years.
The filing may impact various stakeholders, including investors and analysts who track the performance of these sectors. By disclosing its holdings, Floyd Financial Group provides transparency that can influence market perceptions and investment strategies among peers and competitors.
Looking ahead, the filing does not specify any upcoming actions or events related to these holdings. Investors and market participants will likely keep an eye on future filings to gauge any changes in the firm's investment strategy.
Read Next
SBI Holdings reveals major investment in Circle Internet Group
Moss Adams Wealth Advisors reports $1.5B in investments
Tributary Capital Management reports $1B portfolio value
BCE partners with La Caisse for wireless tower stake
CCM Investment Trust files new registration statement
Transcendent Capital Group reports $247.5M in holdings










